Senior Client Success Analyst - Private Capital
McKinsey & Company
QUALIFICATIONSUndergraduate degree with an excellent academic record; MBA/graduate degree a plus5+ years of account management, client relationship management or pre-sales experience in a consultative product or services environment; prior consulting experience desirable but not requiredExperience with SaaS, CRM and/or digital products is required; experience in project management, program management or change management is desirableRelationship management skills; able to manage key stakeholders, both internally and with clientsStrong entrepreneurial drive and sense of ownership with a keen interest in proactively building McKinsey’s Wave solutionCommitment to delivering exceptional resultsA proactive desire to solve new problems and a coachable attitudeReadiness to experiment, radiate learnings, and build playbooks from such iteration to further scale impactClear oral and written communication skills to present complex value propositions to senior client executivesThe role may require up to 30% travel time during some seasons of the yearWHO YOU'LL WORK WITHDriving lasting impact and building long-term capabilities with our clients is not easy work. You are the kind of person who thrives in a high performance/high reward culture - doing hard things, picking yourself up when you stumble, and having the resilience to try another way forward.In return for your drive, determination, and curiosity, we'll provide the resources, mentorship, and opportunities you need to become a stronger leader faster than you ever thought possible. Your colleagues—at all levels—will invest deeply in your development, just as much as they invest in delivering exceptional results for clients. Every day, you'll receive apprenticeship, coaching, and exposure that will accelerate your growth in ways you won’t find anywhere else.When you join us, you will have:Continuous learning: Our learning and apprenticeship culture, backed by structured programs, is all about helping you grow while creating an environment where feedback is clear, actionable, and focused on your development. The real magic happens when you take the input from others to heart and embrace the fast-paced learning experience, owning your journey.A voice that matters: From day one, we value your ideas and contributions. You’ll make a tangible impact by offering innovative ideas and practical solutions, all while upholding our unwavering commitment to ethics and integrity. We not only encourage diverse perspectives, but they are critical in driving us toward the best possible outcomes.Global community: With colleagues across 65+ countries and over 100 different nationalities, our firm’s diversity fuels creativity and helps us come up with the best solutions for our clients. Plus, you’ll have the opportunity to learn from exceptional colleagues with diverse backgrounds and experiences.World-class benefits: On top of a competitive salary (based on your location, experience, and skills), we provide a comprehensive benefits package to enable holistic well-being for you and your family.WHAT YOU'LL DOIn this role you will have a broad range of responsibilities, primarily focusing on leading post-sales engagement. This includes collaborating closely with McKinsey’s client development, operations, and advisory teams to ensure the successful delivery of our solutions and managing ongoing client activities.You will optimize onboarding processes, training, communications, and user adoption strategies, adapting to changing needs throughout the client lifecycle. Building and maintaining meaningful relationships with a portfolio of clients and internal teams is crucial to demonstrate the value of IDA’s offerings and a key part of your role, with the expectation to regularly share additional use cases, identify expansion opportunities, and drive product adoption and satisfaction.Your role also involves leading innovative efforts to broaden client impact and proactively deliver client engagement activities such as workshops, trainings, business reviews, and strategic outreach, particularly introducing new capabilities. You will address and lead the resolution of issues related to adoption, business operations, and client relationships, acting as a client advocate within the team and the broader firm.Furthermore, you will deliver thought leadership by staying abreast of client needs, industry trends, and competitor offerings. This involves building and optimizing client delivery and development strategies, contributing ideas, and spearheading the implementation of new product development, marketing, and operational enhancements. You will also lead the contract extension and renewal process, serving as the main point of contact for all contractual and billing matters. Your position requires a willingness to travel 10-30% of the time, accommodating the needs of our diverse client base, global team, and ensuring the highest level of service and engagement.IDA is part of the McKinsey Private Capital Practice. You will be based in [Atlanta/Boston/Dallas] but also work with colleagues across the globe. You’ll enable sophisticated investment strategies and corporate value creation through IDA, a cloud-based research and capital allocation application, in combination with other GenAI-enabled assets.IDA empowers our clients to research industries, products, and companies and execute deals. We combine the most cutting-edge genAI technologies to McKinsey’s broader offerings to make category dominant value for our clients. Its mix of intuitive technology, proprietary data, and McKinsey business advisory enables clients to perform fast and powerful research, screen opportunities, execute deals, and monitor and generate value creation in their portfolios.As a Client Success Specialist, you will partner directly with our client leaders, collaborate with c-suite executives and work directly with our own internal client service teams to help shape strategy and build our holistic approach to client experience. In this role, you will have the opportunity to engage with a wide array of clients across industries and will have access to McKinsey’s world class training programs and experts to develop deep transformation expertise and best-in-class business acumen.
- ...Description ABOUT BIP CAPITAL BIP Capital is an integrated private market investment platform... ...ON BIP CAPITAL’S CLIENT SUCCESS TEAM We hire intelligent... ...are seeking a full-time Analyst to join our Client Success... ...will work closely with the Senior Analyst and Senior...PrivateFull timeWork at office
$110.7k - $218.3k
...Transactions team helps guide clients through their most... .... Work you'll do As a Senior Consultant, Strategy,... ...including C-suite and private equity executives,... ...growth and advancement.A successful candidate would... ...clients be prepared to capitalize on opportunities during...SeniorPrivateLocal area- ...listed in the job posting. Summary The Private Client Relationship Manager will provide business... ..., specialists, and intellectual capital to help you advise clients on achieving... ...Bachelor's Degree required Proven sales success and strong business acumen Strong community...SeniorPrivateTemporary workWork experience placementLocal area
$128k - $252.5k
...Transactions team helps guide clients through their most critical moments... ...and impact. As an M&A Human Capital Senior Consultant you will advise corporate and private equity clients on human capital... ...and post-transaction execution A successful candidate would possess these...SeniorPrivateWork experience placementLocal areaVisa sponsorship$126.8k - $244k
...professionals to have insightful client conversations and drive... ...opportunity The banking and capital markets (BCM) sector is undergoing... ...capabilities. As a Senior BCM Analyst at EY, you will be an expert... .... Skills and attributes for success 8-12 years' of professional...SeniorSummer holidayLocal areaFlexible hours- ...systemsExperience working with external clients, sharing your views and... ...complex issues, engage senior leaders, and drive consensusExposure... ...that is critical to the successful realization of client company... ...services companies and private equity organizations that partner...SeniorPrivateApprenticeshipEasy work
- ...Client Relationship Analyst Client Relationship Analysts provide exceptional... ...support Financial Advisor(s)/Private Wealth Advisor(s)/teams on... ...a client first mindset, a successful candidate for this role... ...raise, manage and allocate capital for our clients helping them...PrivateWork at officeLocal area
- Client Relationship Analysts provide exceptional service to our clients and support... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/... ...a client first mindset, a successful candidate for this role will... ...raise, manage and allocate capital for our clients - helping...PrivateWork at officeLocal area
- ...what’s right for our clients.At CIBC, we embrace your... ...ll Be DoingAs the Sr. Analyst, Fund Administration,... ...overseeing fund valuations, capital activity, pricing,... ...with hedge funds or private equity funds.You demonstrate... ...of the position. The successful candidate may be...SeniorPrivateFull timeRemote workFlexible hours
- ...operations. At T5, our success is fueled by our team.... ...Mindset The Analyst will play a critical role... ...investments and assisting with capital markets activities for... ...execution, supporting senior leadership in strategic... ...investment banking, private equity, or valuation...SeniorPrivateWork at officeWorldwide
- ...Summary The Senior Style Advisor delivers a bespoke luxury shopping... ...performance, and cultivates long‑term client relationships. This role leads... ...to the boutique’s overall success through styling, clienteling,... ...30% of total business from private appointments over the past 12...SeniorPrivate
- ...Job Description Job Description Senior Private Client Relationship Manager –Atlanta, GA FinTrust... ...Connect has partnered with a well-capitalized regional banking institution to... ...business owners, and organizations. The successful candidate will serve as the...SeniorPrivateTemporary work
- Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions... ...with a client first mindset, a successful candidate for this role will have...PrivateWork at officeLocal area
- ...transportation.Your OpportunityWe're looking for a Senior Noise Analyst to support our Mid-Atlantic Traffic... ...in the maintenance and growth of our clients. Growing into contract management.... ...staff, colleagues, and others in the private and public sectors. Ability to analyze...SeniorPrivateFull timeContract workTemporary workPart timeCasual workWork at officeLocal areaFlexible hours
- Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at... ...mutual fund orders, fixed income trades and private investmentsProvide support across a... ...Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start dateProven...SeniorPrivateLocal area
- ...possibilities for our clients. By delivering the combined... ...the very core of our success. Invesco employees get... ...DescriptionYour RoleThe Senior Principal, Fund... ...exceptions, pricing issues, capital activity, and structural... ...structured instruments, private or less-liquid investments...SeniorPrivateFull timeWork at officeFlexible hours
- ...deliver real value to clients in a fast-paced,... ...on investment capital through design and... ...This Public Health Analyst II position currently... ...aligns with the Senior Consultant Labor Category... ...targeting mission success. ProSidian Team... ...challenges across private, public and social...PrivateContract workWork at officeLocal areaRemote workFlexible hoursShift work
- ...anticipate continued evolution and success within the practice, fostering... ....KPMG is currently seeking a Senior Associate - Infrastructure, Capital Projects & Climate Advisory (Project... ...for public sector and private sector clients related to the development and procurement...SeniorH1bLocal area
- ...| Hybrid Corporate Transactions & Capital Markets Senior Associate Attorney AmLaw 50 Opportunity... ...in representing public companies, private companies, private equity sponsors, investment... ..., M&A, and governance work Direct client interaction and meaningful...SeniorPrivateWork at office
- ...implementing rapid and successful operational... ...revenue, cost and working capital levers, business planning... ...capabilities with our clients is not easy work. You... ...engagements we ensure Analysts are exposed to multiple... ...the world - across the private, public, and social sectors...PrivateApprenticeshipWork at officeEasy work
$76k - $125.3k
...side by side with a range of clients from our most venerable institutions... ...entrants across Banking and Capital Markets, Wealth and Asset... ...Skills and Attributes for Success The ability to solve complex... ...client relationship matters to senior management and subject-matter...SeniorFull timeSummer holidayFlexible hours- ...We are seeking a Senior Fund Accountant to join... ...the largest real estate private equity fund administrator... ...environment and providing clients with exceptional services... ..., including capital activity, investment activity... ...and position them for success tomorrow. Our clients...SeniorPrivateLocal area
$109.6k - $191.7k
Senior Risk ConsultantRemote - USAProvides loss control support for... ...a comprehensive and efficient capital platform, data-driven insights... ...workspace, empowered to deliver top client service across all our lines... ...growth and is critical to our success. That’s why we have made a...SeniorFor contractorsWork at officeFlexible hours$80k - $110k
...projects About Our Client Our client is a privately held real estate... ...The Development Analyst will support development... ...debt and equity capitalization efforts, including... ...reporting materials for senior leadership. MPI... .... The Successful Applicant For...PrivateFor contractorsInternshipLocal area- ...ASSET MANAGEMENT ANALYST, ATLANTA... ...on behalf of our client ('Company'). This... ...Our client is a privately-held and vertically... ...plans, renovation and capital programs, and monitoring... ...presentations to senior management to seek... ...perform this job successfully, an individual must...PrivateWork at office
$130k - $185k
...we partner with CEOs, Boards, Private Equity and Governments every step... ...Platforms Data Scientist Senior Associate/Consultant will play... ...assets that power high-visibility client engagements. This role will... ...data. Skills & Attributes For Success Lead ingestion and ETL design...SeniorPrivateWork experience placementWork at officeFlexible hours- ...expense recognition, capitalization, depreciation, and amortization... ...tax law.As a Tax Senior, Accounting Methods,... ...both public and private companies identify federal... ...federal tax exposures. Our clients are leaders in... ...leaders invested in your success, and opportunities to...SeniorPrivateInternshipWork at office
- ...States of America)Please review the following job description:As a senior member of the Market & Liquidity Risk Management (MRLM) team... ...regulations and developing and managing oversight programs for capital markets related regulations (Basel III, Market Risk Rule, FRTB,...SeniorFull timePart timeWork experience placementFlexible hoursShift workDay shift
$125k
...products and services to clients and prospects.... ...less experienced Analysts.Responsibilities... ...acquisitions and capital raising transactions... ...as identified by senior bankers, to target... ...investment management, private wealth management,... ...to deliver client success and engage in our...SeniorPrivateTemporary workSummer internship- The Senior Director of Infrastructure Financing role... ...transformation strategies for clients’ businesses. This... ...leads financial analysis, capital improvement planning,... ..., performance, and success which includes medical,... ...solutions for municipalities, private industry, and...SeniorPrivateFull timeTemporary work
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